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AI brief of an SEC Form 8-K · WisdomTree Investments (WT)

WisdomTree posts Q1 net loss of $23.1 million as revenue rises 8.2% and buys Atlantic House

Mixed Impact 4 of 5 earnings Written later

WisdomTree reported first-quarter 2026 operating revenues of $159.5 million, up 8.2% from the prior quarter, but a net loss of $23.1 million, or $0.17 per diluted share, driven by a $62.3 million loss on convertible note transactions. The company also completed its $200.0 million cash acquisition of Atlantic House on May 1, 2026, and declared a $0.03 quarterly dividend.

Key points

  • Operating revenues of $159.5 million, up 8.2% from the fourth quarter of 2025
  • Net loss of $23.1 million, or $0.17 per diluted share, versus net income of $40.0 million in the fourth quarter of 2025
  • Adjusted diluted EPS of $0.27, down from $0.29 in the fourth quarter of 2025 (non-GAAP)
  • Atlantic House acquisition closed May 1, 2026 for £150.0 million (approximately $200.0 million) in cash, subject to post-closing adjustments

The filing

CompanyWisdomTree Investments (WT)
Form8-K, current report
Filed with the SECMay 1, 2026, 8:00 AM ET
Accession number0001214659-26-005379

Items reported: 1.01 Material Definitive Agreement2.01 Acquisition or Disposition Completed2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 01, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.